Private Client Assistant Manager

Private Client Tax Assistant Manager - Nottingham - Up to £50,000

• Are you a driven and ambitious Private Client Tax specialist looking for your next step?
• Do you want to join a people-first firm where your development, well-being and work-life balance are genuinely prioritised?
• If you're looking for a role where you can manage your own portfolio, mentor others and shape your long-term career path - this could be a perfect fit.

What's great about this Private Client Tax Assistant Manager role?

• You'll be joining a growing national firm with an international network and strong reputation for quality and progression.

• A values-led culture that genuinely promotes work-life balance, well-being and flexibility.

• Clear career frameworks with development routes all the way to senior levels - your progression is taken seriously.

• A supportive tax team where collaboration, learning and personal development are part of everyday working life.

With significant growth across the business, this is a chance to join a firm that invests in its people and offers real long-term opportunity.

Your role as Private Client Tax Assistant Manager

You'll take ownership of a varied and established private client portfolio - including high-net-worth individuals, business owners, trusts and more complex personal tax cases.

Your focus will be on delivering high-quality compliance work, reviewing returns prepared by junior staff, building strong client relationships, and identifying opportunities for tax planning or advisory support.

You will also play a key part in developing junior members of the team - offering guidance, reviewing work and helping shape their progression.

This is a role where you'll have autonomy, responsibility and the space to make a meaningful impact within a growing and ambitious tax function.

What you'll need to succeed as a Private Client Tax Assistant Manager

• CTA (or equivalent) preferred.

• Strong background in private client tax compliance.

• Ability to manage your own portfolio independently.

• Experience reviewing tax returns and supporting more junior colleagues.

• Excellent communication skills and a confident, client-focused approach.

• Strong organisational skills and the ability to identify planning opportunities.

• Experience with CCH and solid proficiency in Microsoft Office (Excel & Word).

What's on offer

• 31 days holiday including bank holidays + Christmas shutdown

• Option to purchase additional leave

• Private medical insurance

• Life assurance (4x salary)

• Pension scheme

• Employee discounts and well-being platform

• Season ticket loan

• Enhanced parental leave policies

• Cycle-to-work scheme

• Hybrid working and flexibility

• A supportive, values-driven culture where you can grow and thrive

What next

If you're looking for a role that offers ownership, progression and the chance to build strong client relationships in a supportive and forward-thinking firm, we'd love to share more with you, reach out to me on Milan.Patel@pro-tax.co.uk or 0121 8276 171

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.